BEULAH LAND FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BEULAH LAND FOUNDATION (EIN 46-1547494)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-03-26
- IRS object ID
- 201500869349100000
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-26T10:12:20-00:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tsui-Chin Lee Chien | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43959 Boston Court | AddressLine1 |
| City | Fremont | City |
| State | CA | State |
| ZIP Code | 94539 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461547494 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEULAH LAND FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEUL | BusinessNameControlTxt |
| Phone | 4089059807 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19970 SCOTLAND DRIVE | AddressLine1 |
| City | SARATOGA | City |
| State | CA | State |
| ZIP Code | 95070 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY LEE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2015-03-26 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tsui-Chin Chien | PreparerPersonNm |
| Phone | 5104380829 | PhoneNum |
| Preparation | 2015-03-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $241,623 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $36,371 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $460 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $460 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,597 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$806 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,057 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,020 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $320 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,020 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $153 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $153 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,498 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,498 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,751 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $339 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,751 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,311 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $339 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,311 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,311 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,718 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,337 | CashBOYAmt |
| Cash EOY | $8,044 | CashEOYAmt |
| Cash EOYFMV | $8,044 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,181 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $50,570 | CorporateStockBOYAmt |
| Corporate Stock EOY | $91,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $233,579 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,806 | CorporateBondsBOYAmt |
| Total Assets BOY | $72,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,180 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $241,623 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $72,869 | UnrestrictedBOYAmt |
| Unrestricted EOY | $101,180 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $72,869 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,180 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $72,869 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,180 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $72,869 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,311 | ExcessRevenueOverExpensesAmt |
| Subtotal | $101,180 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $101,180 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | HAWLETT PACKAGE CO BONDS | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2013-01-10 | AcquiredDt |
| Sold | 2014-03-03 | SoldDt |
| Gross Sales Price | $15,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,806 | CostOrOtherBasisAmt |
| Gain Or Loss | -$806 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$806 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$806 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $54 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $54 | SubtotalAmt |
| Tax Based On Investment Income | $54 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $54 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Form990 T Filed | false | Form990TFiledInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BAU-GWEI JENNIFER LEE | IndividualWithBooksNm |
| Phone | 4088688306 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19770 SCOTLAND DR | AddressLine1 |
| City | SARATOGA | City |
| State | CA | State |
| ZIP Code | 95070 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JEFFREY LEE | ||||||
| 19770 SCOTLAND DR | SARATOGA | CA | 95070 | CEO | 010.00 | $0 |
| BAU-GWEI JENNIFER LEE | ||||||
| 19770 SCOTLAND DR | SARATOGA | CA | 95070 | SECRETARY | 010.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $155,693 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,746 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $161,439 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $161,439 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,422 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $159,017 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,951 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,951 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54 | TotalTaxAmt |
| Distributable Before Adj | $7,897 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,897 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,897 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,311 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,311 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $10,311 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,897 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $6,232 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,232 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,311 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,897 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,414 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,646 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,646 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $6,232 | ExcessFromYear1Amt |
| Excess From Current Year | $2,414 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY LEE | ContributingManagerNm |
| Shareholder Manager | JEFFREY LEE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| BAYSHORE CHRISTIAN MINISTRIES | ||||||||||
| 1001 BEECH STREET | EAST PALO ALTO | CA | 94303 | NONE | NC | TO SUPPORT THE CHARITY | $460 | |||
| CHINESE FOR CHRIST CHURCH | ||||||||||
| 4255 WILLIAMS ROAD | SAN JOSE | CA | 95129 | NONE | NC | TO SUPPORT THE CHARITY | $2,200 | |||
| CHRISTIAN GOSPEL CHURCH OF THE NAZARENE | ||||||||||
| 300 ULLOA STREET | SAN FRANCISCO | CA | 94127 | NONE | NC | TO SUPPORT THE CHARITY | $2,400 | |||
| SHIH-LIN ZION CHURCH | ||||||||||
| NONE | NC | TO SUPPORT THE CHARITY | $500 | P O BOX 73-227 | TAIPEI | TW | ||||
| BSF INTERNATION | ||||||||||
| 19001 HUEBNER ROAD | SAN ANTONIO | TX | 782584019 | NONE | NC | TO SUPPORT THE CHARITY | $200 | |||
| CITY TEAM | ||||||||||
| 2304 ZANKER ROAD | SAN JOSE | CA | 95131 | NONE | NC | TO SUPPORT THE CHARITY | $300 | |||
| GRACE COMMUNITY CHURCH | ||||||||||
| 13248 ROSCOE BLVD | SAN VALLEY | CA | 91352 | NONE | NC | TO SUPPORT THE CHARITY | $100 | |||
| HILL COMMUNITY CHURCH | ||||||||||
| 80 DAYTON STREET | PASADENA | CA | 91105 | NONE | NC | TO SUPPORT THE CHARITY | $1,000 | |||
| THE CAL PARENT FUND | ||||||||||
| 2080 ADDISON STREET | BERKELEY | CA | 947204200 | NONE | NC | TO SUPPORT THE CHARITY | $200 | |||
| UC BERKELEY FOUNDATION | ||||||||||
| 2080 ADDISON STREET | BERKELEY | CA | 947204200 | NONE | NC | TO SUPPORT THE CHARITY | $200 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,560 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $460 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $2,597 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | -$806 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,251 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,251 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JEFFREY LEE | |||||||
| 1 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $1,234 | Yes (X) | Yes (X) |
| JEFFREY LEE | |||||||
| 2 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $5,709 | Yes (X) | Yes (X) |
| JEFFREY LEE | |||||||
| 3 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $2,669 | Yes (X) | Yes (X) |
| JEFFREY LEE | |||||||
| 4 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $7,154 | Yes (X) | Yes (X) |
| JEFFREY LEE | |||||||
| 5 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $4,796 | Yes (X) | Yes (X) |
| JEFFREY LEE | |||||||
| 6 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $7,911 | Yes (X) | Yes (X) |
| JEFFREY LEE | |||||||
| 7 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $6,898 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100 SH BERKSHIRE HATHAWAY | $4,796 | 2014-11-10 |
| 2 | 10 SH GOOGLE INC | $5,708 | 2013-12-19 |
| 3 | 150 SH ILLINOIS TOOL WORK | $7,154 | 2014-11-06 |
| 4 | 100 SH JPMORGAN CHASE | $2,669 | 2014-11-01 |
| 5 | 50 SH MARATHON PETROLEUM | $1,234 | 2013-12-19 |
| 6 | 711 SH CISCO SYS | $7,911 | 2014-11-18 |
| 7 | 620 SH CISCO SYS | $6,898 | 2014-11-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $1,020 | Amt |
| Net Investment Income | $320 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,020 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | HAWLETT PACKAGE CO BONDS | AssetDesc |
| Acquired | 2013-01 | AcquiredDt |
| How Acquired | D | HowAcquiredTxt |
| Sold | 2014-03 | SoldDt |
| Gross Sales Price | $15,000 | GrossSalesPriceAmt |
| Basis | $15,806 | BasisAmt |
| Total Net | -$806 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 268 shares of ISHARES MSCI | $5,182 | $11,122 |
| 500 shares of MASTERCARD | $8,378 | $43,645 |
| 100 shares of OCCIDENTAL PETROLEUM | $2,206 | $7,977 |
| 200 shares of ORACLE CORP | $3,833 | $8,482 |
| 70 shares of APPLE INC | $4,862 | $8,325 |
| 50 shares of MAGNA INTIL INC | $2,666 | $4,505 |
| 2084 shares of CISCO | $23,443 | $57,602 |
| 100 shares of BERKSHIRE HATHAWAY | $4,796 | $14,869 |
| 10 shares of GOOGLE INC | $5,708 | $10,909 |
| 150 shares of ILLINOIS TOOL WORK | $7,154 | $14,240 |
| 100 shares of JPMORGAN CHASE | $2,669 | $6,016 |
| 50 shares of MARATHON PETROLEUM | $1,234 | $5,383 |
| 711 shares of CISCO | $7,911 | $19,652 |
| 620 shares of CISCO | $6,898 | $17,137 |
| 50 shares of QIHOO 360 TECHNOLOGY | $5,015 | $3,715 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $19 | $19 | $19 |
| DUES | $45 | $45 | |
| OFFICE | $1 | $1 | |
| POSTAGE | $15 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| STATE TAX | $10 | $10 |
| INCOME TAX | $143 | $143 |